Morey & Quinn Wealth Partners, LLC First Tr Large Cap Value Transaction History
Morey & Quinn Wealth Partners, LLC
- $125 Billion
- Q2 2025
A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 7,650 shares of FTA stock, worth $604,197. This represents 0.48% of its overall portfolio holdings.
Number of Shares
7,650
Previous 7,650
-0.0%
Holding current value
$604,197
Previous $587 Million
2.49%
% of portfolio
0.48%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
224Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$169 Million0.01% of portfolio
-
Ubs Group Ag955KShares$75.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$68.3 Million0.03% of portfolio
-
Envestnet Asset Management Inc415KShares$32.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$23.9 Million0.0% of portfolio